Family Office

An Overview on the CARES Act & What It Means For Individuals

The Coronavirus Aid, Relief and Economic Security (CARES) Act (the “Act”), a $2 trillion stimulus package, has officially been signed into law. The bipartisan deal allocates $2 trillion in an effort…

Read More

Tax Notice 2020-18: What You Need to Know

This week in Notice 2020-18, the Treasury Department and the Internal Revenue Service (IRS) announced special federal income tax return filing and payment relief in response to the ongoing Coronavirus…

Read More

Coronavirus Resource Guide for Business Owners

There is an ever-evolving flood of information being made available in response to the COVID-19 pandemic – what it means for businesses, owners and employees, federal and state guidance, clarity…

Read More

Coronavirus (COVID-19) Impact, Risk & Response Toolkit

Due to the rapid acceleration of the COVID-19 pandemic, countless organizations are putting together strategic plans in order to alleviate the potential effects on their operations, while continuing to meet…

Read More

Business Sustainability Checklist for Organizations During Crisis

During an unprecedented crisis such as the coronavirus (COVID-19) outbreak, a business’s greatest chances of survival dramatically improve if it takes proactive measures to preserve cash immediately instead of taking…

Read More

3 Ways to Position Yourself & Your Family for Future Success

Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent incapacitation, it may affect both your business…

Read More

Tax Watch: How the IRS W-4 Changes Will Affect Employees & Employers

The IRS has completely changed income tax withholding with the release of a new W-4 form for 2020.  There are differing opinions on whether this is a good thing or…

Read More

Cryptocurrency or Cryptonite?

In 2014, the Internal Revenue Service (IRS) issued limited guidance on cryptocurrency, which led to more questions than answers. As the use of digital currency has become more widespread in…

Read More

The SECURE Act

On December 20, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect on January 1, 2020.  This is the broadest piece of…

Read More

Do You Have a Plan?

Whether you are a business owner or an employee, now is a good time to begin thinking about tax-efficient planning to maximize your after-tax income. Year-end planning for 2019 takes…

Read More